This 4-credit CPE/CLE course will focus on analyzing today’s market and planning for a successful future. Our speakers will provide an in depth understanding of different approaches when it comes to investment, strategic charitable planning, and business succession plans.
Segment I – Q3 2020 Market Outlook
Glenn Dorsey, Senior Vice President, Head of Client Portfolio Management, will host an Investor Market Outlook segment and provide an economic and capital market review.
- Examine market trends to help you stay on track to meet your goals
- Review Clark Capital’s investment approach
- Answer today’s most relevant questions about the markets
Segment II - Fundamentals of Charitable Planning
Many individuals participate in charitable giving in order to fulfill philanthropic objectives, reduce or defer taxes, or to recapture dollars that would otherwise be allocated to taxes. In this session, we will explore the many aspects of Strategic Charitable Planning.
- Review benefits of strategic charitable planning – both non-tax and financial
- Examine ideal prospects for charitable planning
- Analyze the tax landscape and current environment for income, estate, and gift taxes
Segment III - Succession Planning for Small Businesses
Planning for the next generation of leadership in a business can be daunting. This is especially true when family is involved. This seminar will discuss general succession planning for businesses, as well as some issues unique to family-owned businesses. We will talk about when you should start succession planning for your business, and discuss best practices in general strategies, solutions, and techniques to solve specific succession planning problems.
- Examine tax, estate, and business planning issues affecting farms and family businesses
- Introduce to a wide variety of tax-efficient transfer structures
- Analyze the fundamentals of business sales (whether to family members, the management team, or outsiders)
||Thursday, October 29th, 2020. 9:00 am to 1:00 pm EST
|Where:||Your home or office
||Glenn Dorsey, Craig Schafer, Quentin Sturm|
||4 Management & Organization CPE
||4 Substantive CLE
||Bill Kline Email:
[email protected] or Phone: 267-251-3805
Glenn Dorsey CFA®, CAIA® is Senior Vice President and Head of Client Portfolio Management for Clark Capital Management Group. In this role, he is responsible for portfolio construction and the clear communication of investment strategy to advisors and their clients. Glenn is a key resource for Clark Capital’s Investment Consultants and financial advisors. During Glenn’s extensive experience as a Client Portfolio Manager, he has focused on helping advisors deliver great outcomes to their clients. His Portfolio Management experience includes equity, balanced, and fixed income investing for high net worth clients. Prior to joining Clark Capital, Glenn was the Co-Chief Investment Officer and Head of the Private Wealth Management Group at Curian Capital. A Chartered Financial Analyst® and Chartered Alternative Investment Analyst®, Glenn holds a bachelor’s degree in finance and accounting from Rider University in Lawrenceville, New Jersey.
Craig J. Schafer CPA, LUTCF, CAP, is a Senior Partner at 1847 Financial. Mr. Schafer is a Certified Public Accountant, Life Underwriting Training Council Fellow, Chartered Advisor in Philanthropy, Life and Health Insurance Agent, Series 6 Investment Company Products/Variable Contracts Limited Representative, Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law Examination, Series 65 Uniform Investment Advisor and Investment Advisor Representative. Craig is a graduate of Pennsylvania State University from which he holds a Bachelor of Science degree.
Quentin C. Sturm, JD/CPA specializes in the area of estate and financial planning, investment banking, and business planning. He was formerly a member of the National Directorate of the estate and business succession practice at PriceWaterhouseCoopers in Philadelphia, Pennsylvania. He also has extensive experience in the investment banking field, where he has structured financial transactions and developed business succession strategies for middle market companies. He is a graduate of the University of Notre Dame and Villanova University School of Law. Currently, Mr. Sturm is managing member of Tritium Private Wealth Strategies, LLC.. Tritium specializes in business succession advisory and specialized corporate finance strategies related to business transitions. He has conducted numerous seminars in taxation, estate planning, and corporate finance. He is also the author of numerous articles and co-authored one book titled: “Tax Planning for Real Estate Transactions”.
McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/ McDevitt and Kline's live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state.